How to export my list of Trusts to excel


How can I export my list of Trusts?


  1. Navigate to Menu > Trusts to open your list of Trusts
  2. Click on "Actions" and select "Export to Excel"2022-11-14_15h47_59.png
  3. An additional pop up will appear where you can select what data you wish to export3.png
  4. Click Export to generate the report
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